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Financial Services Consultant and Coach

Senior Level Executive with demonstrated successes driving growth and optimizing business outcomes for companies with assets up to a billion dollars. Experienced in business planning and strategy development, providing advisory to the CEO and Board Members. Mentor and coach to junior level executives to C-level positions. Identified opportunities for continuous improvement and led multiple enterprise wide initiatives that drove corporate growth, optimized P&L and improved corporate transparency. Served in several senior executive positions including CFO, VP of Finance, COO, CLO and Interim CEO. Strong reputation for seeking out opportunities to leverage talent and corporate stewardship to increase profits and optimize P&L. Led projects that improved financial accountability, increased capital, reduced operating costs and increased product offerings.

About

$5/hr Ongoing

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Senior Level Executive with demonstrated successes driving growth and optimizing business outcomes for companies with assets up to a billion dollars. Experienced in business planning and strategy development, providing advisory to the CEO and Board Members. Mentor and coach to junior level executives to C-level positions. Identified opportunities for continuous improvement and led multiple enterprise wide initiatives that drove corporate growth, optimized P&L and improved corporate transparency. Served in several senior executive positions including CFO, VP of Finance, COO, CLO and Interim CEO. Strong reputation for seeking out opportunities to leverage talent and corporate stewardship to increase profits and optimize P&L. Led projects that improved financial accountability, increased capital, reduced operating costs and increased product offerings.

Skills & Expertise

AccountingBankingBusiness ConsultingBusiness PlanningConsultantConsumer LendingFinanceFinancial AnalysisFinancial ManagementFinancial ModelingFinancial RegulationFinancial ServicesInvestment ModelingInvestor ManagementOperations ExecutionPlanningProfit And LossRetail BankingRisk ConsultingSoftware DevelopmentStrategic PlanningStrategyWholesale Lending

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